Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,464 | $211,105-46.3% | $178,449-36.4% | $145,978-22.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.78% | 30.19%-13.4pp | 27.09%-10.3pp | 550.52%-533.7pp |
| Employer contribution / active EE | $3,207 | $4,569-29.8% | $3,951-18.8% | $4,662-31.2% |
| Participant deferral / active EE | $9,905 | $6,959+42.3% | $6,277+57.8% | $6,690+48.1% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |